Best Customer Retention Software (2026): Top 10 Compared
Customer retention software covers two different jobs, and each row below names its segment. Customer success platforms (Gainsight, ChurnZero, Vitally, Planhat and Custify) help account teams at B2B companies track account health, run playbooks and protect renewals. Retention marketing tools (Klaviyo, Optimove, Smile.io, LoyaltyLion and Churnkey) help consumer brands and subscription businesses bring customers back through lifecycle messaging, loyalty programmes and cancellation flows. Smile.io, LoyaltyLion, Churnkey and Klaviyo publish prices; the customer success vendors quote.
Order is not a ranking. How entries are ordered.
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Compare at a glance
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| Vendor | Consider for | Pricing notes | Standout |
|---|---|---|---|
| Gainsightenterprise | Customer success: enterprise B2B teams managing health, renewals and expansion at scale | No published figures; Essentials includes 10 full users, Enterprise 20; quote-based Checked Sep 2026 | Renewal and expansion forecasting plus an MCP server exposing customer context |
| ChurnZeromid-market | Customer success: B2B SaaS teams wanting health scores, playbooks and in-app messages together | No pricing page on churnzero.com; quote after a demo Checked Sep 2026 | AI agents that can use company knowledge sources as well as customer data |
| Vitallymid-market | Customer success: B2B teams mixing one-to-many and one-to-one coverage | Three plans (Tech-Touch, Hybrid-Touch, High-Touch) with the same features; no published figures Checked Sep 2026 | Same feature set on every plan, with unlimited automations and observer seats |
| Planhatenterprise | Customer success: B2B enterprises wanting one platform for success, sales and services | No published figures; enquiry-based, with add-ons for AI, service, email and portals Checked Sep 2026 | Deployable as a customer success platform, CRM, PSA or all three |
| Custifymid-market | Customer success: SaaS teams wanting health scores and playbooks set up quickly | No published figures; quote after contact Checked Sep 2026 | AI that configures health scores and playbooks from a team's own processes |
| Klaviyomid-market | Retention marketing: ecommerce brands running email and SMS flows from order data | Free up to 250 active profiles and 500 emails a month; paid plans priced by profile count Checked Sep 2026 | Predicted CLV, churn risk and next order date on every customer profile |
| Optimoveenterprise | Retention marketing: large consumer brands running CRM campaigns across many segments | Quote-based on data volume, active profiles and scope; no per-seat charge Checked Sep 2026 | Self-optimising campaigns that shift offers toward the best-performing action per sub-group |
| Smile.iosmb | Retention marketing: Shopify stores launching points, referral and VIP loyalty programmes | Free to 200 orders a month; USD 15, 79 and 199 a month billed monthly; Plus USD 999 a month billed annually Checked Sep 2026 | Loyalty benchmarks and checkout extensions built for Shopify |
| LoyaltyLionmid-market | Retention marketing: growing ecommerce brands wanting loyalty tied to Klaviyo flows | Classic from USD 199 a month including 500 orders; Advanced and Plus custom Checked Sep 2026 | AI reward recommendations and loyalty data passed into Klaviyo events |
| Churnkeyspecialist | Retention marketing: subscription businesses reducing cancellations and failed-payment churn | Starter USD 250 a month billed yearly under USD 5k monthly churn; Core and Intelligence quoted Checked Sep 2026 | Cancel flows with offers and pauses plus payment recovery in one product |
These comparisons draw on public product information, not hands-on testing of every tool. Source records identify available references and checks; missing evidence is marked. Buyer fit is an editorial assessment, not a measured performance score. How to use this research.
Customer retention software helps a business keep the customers it already has. The category splits into two segments that rarely share buyers. Customer success platforms serve B2B companies whose account teams manage renewals. They join product usage, CRM and support data into account health scores, then run playbooks, success plans and renewal forecasts. Retention marketing tools serve consumer and subscription brands whose marketing or CRM teams retain large numbers of individual customers through lifecycle messages, loyalty programmes and cancellation offers.
The ten products compared here are labelled by segment. Gainsight, ChurnZero, Vitally, Planhat and Custify are customer success platforms. Klaviyo and Optimove drive retention campaigns from customer data, Smile.io and LoyaltyLion run loyalty programmes, and Churnkey handles cancellations and failed payments for subscription businesses.
Every entry was checked against the vendor’s own pages in September 2026. Four publish a price or a free plan; the other six quote. Buyers comparing customer retention software may also review customer success software for the CS team’s own operating platform, product analytics tools, session replay tools and voice of customer analytics platforms.
Vendor details and trade-offs
Gainsight presents the product as built for AI and designed for retention. Emails, calls, tickets and other touchpoints feed a system that scores risk, reads sentiment, spots expansion signals and triggers workflows.
The account view combines health scorecards, product usage, support history, renewal timelines, stakeholder maps and AI-generated sentiment signals. Risk, handoff and expansion agents watch every account, and journeys can blend automated email, in-app guides, surveys and human touchpoints. Gainsight states that renewal likelihood updates continuously and that expansion signals can be pushed into the CRM for sales.
Gainsight also offers an MCP server that makes health scores, open risks and renewal dates available to other AI tools. Beyond customer success, the company sells a customer education platform, a community product and product analytics with in-app guides, which suits buyers consolidating several post-sale tools.
Packages differ mainly in users and forecasting. Essentials includes 10 full users and 100 customers per user. Enterprise includes 20 full users and adds renewal and expansion forecasting and sponsor tracking. Buyers should count both managers and accounts before requesting a quote.
Potential strengths
- Package contents such as user counts and customers per user are published
- Adjacent products for customer education, communities and in-app guidance
- Journeys combine email, in-app guides, surveys and human touchpoints
Trade-offs
- No published prices
- Forecasting and sponsor tracking are limited to the Enterprise package
- Education, community and product analytics are sold as separate products
- Product reference
- Pricing source
- Billing terms: Not recorded
- Source review: checked Sep 27, 2026
- Vendor confirmation: not confirmed
ChurnZero positions itself as customer growth software powered by AI agents. Its platform brings product usage, CRM, support, sentiment and revenue data together so that customer success teams can see account health in real time and act on it.
Core features include ChurnScores for health, customer profiles, segments, playbooks, journeys, success plans, surveys, real-time alerts and a Command Center. Digital features add in-app communications and Success Centers, which suit accounts managed with little human contact. Power features include account insights and advanced reporting, with community and learning management provided through Higher Logic Vanilla and Absorb.
ChurnZero describes AI Knowledge Sources, which connects its agents to documents and knowledge a team already uses. The company publishes results from customers, such as reductions in onboarding time and at-risk revenue, and runs an annual study of customer success leaders.
Pricing is not published on churnzero.com. Buyers should ask how a quote is built, including the number of customer accounts, users and partner add-ons such as community or learning management, before comparing proposals.
Potential strengths
- Digital tools for in-app messaging support tech-touch accounts
- More than 70 native integrations listed
- Account insights and advanced reporting offered as power features
Trade-offs
- No published pricing
- Community and learning management rely on partner products
- No plan names or package contents published on its own site
- Product reference
- Product documentation
- Billing terms: Not recorded
- Source review: checked Sep 27, 2026
- Vendor confirmation: not confirmed
Vitally describes itself as an AI-powered workspace for customer success managers. It combines customer data, team work and customer collaboration in one platform, so that account information, projects, documents and goals sit in the same place.
The product covers AI account summaries, automation, health scores, dashboards, goals and surveys. Customers can collaborate on shared success plans and tasks. Vitally states that more than 500 B2B customer success teams use it.
Pricing is organised by coverage model rather than feature tier. Tech-Touch targets one-to-many and product-led customer success, High-Touch targets one-to-one management, and Hybrid-Touch sits between them. Every plan includes the same core features, unlimited automations, unlimited observer seats, single sign-on and the full integration library. Vitally offers a trial sandbox loaded with the buyer's data and reports faster average time to go live than the industry figures it cites.
Potential strengths
- Feature set does not change between plans
- Trial sandbox with the buyer's own data offered before purchase
- Unlimited observer seats on every plan
Trade-offs
- No published prices
- Less emphasis on renewal forecasting than enterprise suites
- Plan boundaries are not described in account or user figures
- Product reference
- Pricing source
- Billing terms: Not recorded
- Source review: checked Sep 27, 2026
- Vendor confirmation: not confirmed
Planhat calls itself an agentic customer platform. It can be deployed as a CSP, a CRM, a professional services automation tool or all three, with agents and people working from the same customer model.
That model spans CRM data, time-series usage data, standard operating procedures and external telemetry. Health scores combine analytics with human and AI input, and Planhat captures transcripts, emails and tickets automatically. It syncs with major CRMs for teams that keep sales elsewhere.
Planhat cites recognition in an IDC MarketScape for customer success applications and a Gartner Magic Quadrant for customer success management platforms. It also sells services: forward-deployed teams, onboarding, technical and AI deployment, 24/5 support and strategic advisory. Buyers should decide early whether they want the customer success application alone or the wider platform, since that changes scope and quote.
Potential strengths
- One data model across post-sale and pre-sale teams
- Managed and professional services available from the vendor
- Add-ons for email marketing and customer portals
Trade-offs
- No published prices
- Broad scope can exceed what a customer success team alone needs
- Add-ons such as the upgraded AI platform are quoted separately
- Product reference
- Pricing source
- Billing terms: Not recorded
- Source review: checked Sep 27, 2026
- Vendor confirmation: not confirmed
Custify sells customer success software built around AI agents. Its pitch is setup speed: a team shares its processes, goals and rules, and Custify uses them to configure health scores, playbooks and agents automatically.
The platform covers a customer 360 view, segmentation, lifecycle tracking, health scores, custom alerts sent to Slack or email, task management, CSM ratings, playbooks and native integrations. Agents handle routine tasks and pass on only the work that needs a person. Custify states that it spots churn signals early, checks their context and suggests an action, and that it flags accounts ready to expand.
Onboarding is a selling point. Custify describes concierge onboarding with guided implementation, and its customer quotes focus on replacing spreadsheets and manual email. Prices are not published, so buyers need a quote. Buyers comparing Custify with larger suites should ask which integrations are native and how long a typical implementation takes.
Potential strengths
- Setup driven by the team's existing rules and processes
- Guided implementation and onboarding included
- Alerts delivered to Slack, email or in-app notification
Trade-offs
- No published prices
- Smaller ecosystem than the largest suites
- Package contents are not published
- Product reference
- Pricing source
- Billing terms: Not recorded
- Source review: checked Sep 27, 2026
- Vendor confirmation: not confirmed
Klaviyo is a marketing platform for email, SMS and mobile messaging that connects to ecommerce platforms such as Shopify. For retention, its value lies in joining messages to order data, so that flows and segments can react to what each customer has bought and when.
Klaviyo builds predictive analytics for each profile: historic customer lifetime value, predicted CLV for the next year, a churn risk prediction and a predicted next order date. The help centre explains that churn risk falls with each order and rises as time passes without one, and that the CLV model retrains at least weekly. Its helpdesk shows churn risk as low, medium or high, and the next-order forecast needs at least two past orders. In the helpdesk, churn risk is the probability that a customer will not buy again within 90 days.
These fields can drive segments, such as high-value customers at high churn risk, and trigger flows. Klaviyo also sells a helpdesk and Composer, an AI assistant. The free plan covers small lists; larger brands price paid plans by active profile count.
Potential strengths
- Free plan with no time limit under its caps
- Predictive fields available for segmentation without a separate data tool
- Helpdesk shows churn risk next to support tickets
Trade-offs
- Paid prices sit behind a calculator
- Predictions need enough order history to populate
- Free plan email support ends after 60 days
- Product reference
- Product documentation
- Pricing source
- Billing terms: Monthly limits on the free plan; paid terms not recorded
- Source review: checked Sep 27, 2026
- Vendor confirmation: not confirmed
Optimove sells a CRM marketing platform that it calls positionless marketing, meaning one marketer can handle data, creative and optimisation without waiting on analysts or engineers. Its published customer quotes come largely from retail and iGaming brands.
Orchestrate is the decisioning layer. It builds hierarchical segments by lifecycle stage, such as new, active and at-risk, and by predicted value and churn likelihood, then recommends the next best action for each customer. Engage is the delivery layer for email, mobile, web and ad channels, with AI content generation.
Optimove's AI offer decisioning agents, formerly self-optimising campaigns, run recurring A/B/n tests against a control group and move volume toward the action with the best uplift for each sub-group. Built-in control groups and multi-touch attribution let teams measure incremental revenue. Customer quotes describe teams running hundreds of recurring plans without adding staff. Pricing depends on data volume, active profiles and scope rather than seats.
Potential strengths
- Control groups built in for measuring incremental uplift
- No seat limits on the marketing team
- More than 150 out-of-the-box data connectors
Trade-offs
- No published prices
- Built for large customer bases; heavy for small shops
- Self-optimisation starts only after enough responses accumulate
- Product reference
- Product documentation
- Billing terms: Not recorded
- Source review: checked Sep 27, 2026
- Vendor confirmation: not confirmed
Smile.io is a loyalty app for Shopify brands. It lets a store run points, referral and VIP programmes so that customers have a reason to come back and buy again.
The product includes a loyalty hub where customers track points and rewards, embedded blocks on product pages, checkout extensions and support for Shopify POS so that points work in physical stores. A promotions engine runs time-bound bonus points and multipliers, such as double points weekends. Smile.io also offers performance benchmarks that compare a programme with others on the platform.
Pricing scales with monthly orders. The free plan covers 200 orders with discount and free shipping rewards. Paid plans add integrations, reports and order capacity, from 500 orders on Essential to 7,500 on Plus. Plans below Plus are billed monthly. Smile.io suits stores that want a published price and a quick launch rather than a custom build.
Potential strengths
- Free plan and low entry price
- Every plan limit is published by order volume
- Shopify POS support for in-store points
Trade-offs
- Focused on Shopify
- Integrations are capped on lower plans
- Plus requires annual billing
- Product reference
- Pricing source
- Billing terms: Monthly billing on Essential, Standard and Growth; annual billing on Plus
- Source review: checked Sep 27, 2026
- Vendor confirmation: not confirmed
LoyaltyLion is a loyalty platform for ecommerce brands. It rewards purchases, subscriptions, referrals and reviews with points, and uses VIP tiers to encourage higher spend.
The company states that its AI draws on data from more than 250 million loyalty members to recommend rewards and timing. Brands can connect the programme to Claude or another AI assistant through MCP to ask questions about performance. Loyalty Pass puts the programme in Apple or Google Wallet with push notifications and in-store scanning.
Plans rise from Classic to Advanced to Plus. Classic includes a branded loyalty page and a Klaviyo integration. Advanced adds VIP tiers, points on product pages, multi-location POS and translations. Plus adds AI reward recommendations, advanced Klaviyo events and automated LoyaltyLion flows. Only Classic publishes a figure; the others depend on order volume. The ROI calculator on the pricing page assumes a USD 50 average order value and two purchases a year per customer, so buyers should replace those inputs with their own.
Potential strengths
- Branded loyalty page built for the merchant on every plan
- Klaviyo integration with ready-made email flows
- Loyalty Pass for Apple and Google Wallet
Trade-offs
- Only the entry plan publishes a price
- VIP tiers require Advanced or higher
- Performance and strategy reviews limited to Advanced and Plus
- Product reference
- Pricing source
- Billing terms: Per month
- Source review: checked Sep 27, 2026
- Vendor confirmation: not confirmed
Churnkey targets the moment a subscriber tries to leave or a payment fails. It connects to the billing system and replaces a plain cancel button with a flow that can offer discounts, pauses or plan changes, and it recovers failed payments through dunning campaigns and retries.
Churnkey states that a baseline deployment cuts voluntary churn by 32 percent and recovers 72 percent of failed payments. Other products include AI analysis of cancellation feedback, customer health scoring, return campaigns for former subscribers and Churnkey Growth, which proposes plays to raise lifetime value.
Plans are sized by monthly churn volume. Starter covers cancel flows, payment recovery and metrics. Core adds A/B testing, segmentation, customer timelines and rules-based retries. Intelligence adds adaptive offers, an account agent, feedback AI and compliance automation. The React SDK and MCP server are open source and free on every plan.
Potential strengths
- Published entry price
- Covers voluntary and involuntary churn in one tool
- A/B testing of cancel flows and payment recovery from Core upward
Trade-offs
- Prices above Starter are not published
- Works at the point of cancellation, not across the whole lifecycle
- Starter limited to teams under USD 5,000 of monthly churn volume
- Product reference
- Pricing source
- Billing terms: Billed yearly (Starter)
- Source review: checked Sep 27, 2026
- Vendor confirmation: not confirmed
Frequently asked questions
What is customer retention software?
Customer retention software helps a business keep existing customers and grow their spend. It falls into two segments. Customer success platforms track the health of business accounts and guide account teams through onboarding, renewals and expansion. Retention marketing tools use purchase and engagement data to send lifecycle messages, run loyalty programmes and intervene when a subscriber tries to cancel.
What is the difference between customer success and retention marketing software?
Customer success platforms such as Gainsight, ChurnZero, Vitally, Planhat and Custify work at account level for B2B companies, with health scores, playbooks and renewal tracking used by named managers. Retention marketing tools such as Klaviyo, Optimove, Smile.io, LoyaltyLion and Churnkey work at individual customer level, usually for consumer or subscription brands, and act through messages, rewards and offers.
How much does customer retention software cost?
Smile.io is free up to 200 monthly orders, then USD 15, 79 and 199 a month, with Plus at USD 999 a month billed annually. LoyaltyLion Classic starts at USD 199 a month. Churnkey Starter is USD 250 a month billed yearly. Klaviyo is free up to 250 active profiles. Gainsight, ChurnZero, Vitally, Planhat, Custify and Optimove quote.
Which retention tools predict churn?
Klaviyo adds a churn risk prediction and predicted lifetime value to each customer profile. Optimove segments customers by churn likelihood and lifecycle stage. Gainsight, ChurnZero and Custify describe AI that surfaces churn signals in account data, and Churnkey offers predictive health scoring for subscribers. Predictions depend on enough history; Klaviyo's next-order forecast needs at least two orders.
Is there free customer retention software?
Two vendors here have free plans. Smile.io's free plan runs a loyalty programme for up to 200 monthly orders, and Klaviyo's free plan covers up to 250 active profiles and 500 email sends a month. Churnkey's React SDK and MCP server are open source. None of the customer success platforms on this page publishes a free plan.
What should a SaaS company use to reduce churn?
A SaaS company with account managers usually needs a customer success platform to watch usage and health across accounts. A self-serve subscription business with many small customers may get more from a cancellation and payment recovery tool such as Churnkey. Some companies run both, since they address different causes of churn.
Do loyalty programmes count as customer retention software?
Yes. Loyalty platforms such as Smile.io and LoyaltyLion aim to raise repeat purchase rates by rewarding purchases, referrals and reviews with points and tiers. They are a form of retention marketing for ecommerce brands. They do not replace lifecycle messaging, and both connect with email tools such as Klaviyo.
Does customer retention software integrate with a CRM?
Most do. Gainsight pushes scored expansion signals into the CRM, Planhat syncs with major CRMs or can replace one, and ChurnZero lists more than 70 native integrations. Optimove lists more than 150 data connectors. On the ecommerce side, LoyaltyLion and Smile.io connect to Shopify, and LoyaltyLion passes loyalty data into Klaviyo. Buyers should confirm the direction and frequency of each sync.
How were these customer retention tools selected?
The page includes products that document a primary retention purpose, split into five customer success platforms and five retention marketing tools, each with a live product page and a pricing or documentation page checked in September 2026. Order follows source readiness and content sequence, not quality. Vendors not listed can contact [email protected].
Suggest a vendor or correction
Send factual corrections to editorial@statwharf.com. Corrections are free. For inclusion or placement enquiries, contact partnerships.
First published September 2026. Page update dates reflect editorial changes, not a fresh check of every vendor.